The Analysis of BetterWealth, LLC's Holdings


Currently, BetterWealth, LLC holds 69 types of securities in its portfolio with a total value $420.0M. In the most recent quarter, they have increased their positions in VBIL (+20.6K shares, valued at $1.6M), ES (+19.0K shares, valued at $1.4M), BSV (+15.2K shares, valued at $1.2M); decreased their positions in AAPL (-11.8K shares, valued at $3.0M), NVDA (-10.3K shares, valued at $1.9M), DFAC (-39.0K shares, valued at $1.5M); initiated new positions in VBIL (+20.6K shares, valued at $1.6M), ES (+19.0K shares, valued at $1.4M), META (+495 shares, valued at $363.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.8M shares-1.38%2025-09-302025-10-21history
DFAX DIMENSIONAL ETF TRUST1.8M shares-1.59%2025-09-302025-10-21history
BIV VANGUARD BD INDEX FDS440.4K shares3.23%2025-09-302025-10-21history
AAPL APPLE INC132.8K shares-8.16%2025-09-302025-10-21history
EBI RBB FUND TRUST586.1K shares0.36%2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS260.4K shares6.20%2025-09-302025-10-21history
CGXU CAPITAL GROUP INTL FOCUS EQT534.9K shares1.83%2025-09-302025-10-21history
AVUV AMERICAN CENTY ETF TR151.3K shares3.55%2025-09-302025-10-21history
Sponsored
AVRE AMERICAN CENTY ETF TR316.6K shares0.83%2025-09-302025-10-21history
CGDV CAPITAL GROUP DIVIDEND VALUE223.2K shares1.75%2025-09-302025-10-21history
CGGR CAPITAL GROUP GROWTH ETF201.3K shares0.11%2025-09-302025-10-21history
AVEM AMERICAN CENTY ETF TR105.5K shares1.47%2025-09-302025-10-21history
DISV DIMENSIONAL ETF TRUST169.8K shares-3.47%2025-09-302025-10-21history
DUHP DIMENSIONAL ETF TRUST135.7K shares-7.65%2025-09-302025-10-21history
DIHP DIMENSIONAL ETF TRUST168.4K shares-2.50%2025-09-302025-10-21history
VCIT VANGUARD SCOTTSDALE FDS50.3K shares5.49%2025-09-302025-10-21history
Sponsored
DFEM DIMENSIONAL ETF TRUST131.0K shares-3.17%2025-09-302025-10-21history
GOOG ALPHABET INC16.3K shares-3.34%2025-09-302025-10-21history
DFSV DIMENSIONAL ETF TRUST103.0K shares-8.62%2025-09-302025-10-21history
DFSU DIMENSIONAL ETF TRUST62.3K shares4.09%2025-09-302025-10-21history
TSLA TESLA INC4.5K shares28.86%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON9.7K shares-2.33%2025-09-302025-10-21history
VOO VANGUARD INDEX FDS2.8K shares1.28%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION8.6K shares-54.27%2025-09-302025-10-21history
Sponsored
VBIL VANGUARD INSTL INDEX FD20.6K sharesnew addition2025-09-302025-10-21history
VCEB VANGUARD WORLD FD23.2K shares0.89%2025-09-302025-10-21history
ES EVERSOURCE ENERGY19.0K sharesnew addition2025-09-302025-10-21history
DFSD DIMENSIONAL ETF TRUST24.5K shares-5.43%2025-09-302025-10-21history
DFSI DIMENSIONAL ETF TRUST28.6K shares4.82%2025-09-302025-10-21history
DFAT DIMENSIONAL ETF TRUST19.7K shares-18.63%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares0.99%2025-09-302025-10-21history
DFUV DIMENSIONAL ETF TRUST18.6K shares-20.40%2025-09-302025-10-21history
Sponsored
DFSB DIMENSIONAL ETF TRUST14.7K shares3.68%2025-09-302025-10-21history
AMZN AMAZON COM INC3.4K shares-8.05%2025-09-302025-10-21history
QQQ INVESCO QQQ TR1.2K shares123.00%2025-09-302025-10-21history
MSFT MICROSOFT CORP1.2K shares-40.92%2025-09-302025-10-21history
DFSE DIMENSIONAL ETF TRUST14.5K shares4.71%2025-09-302025-10-21history
CVX CHEVRON CORP NEW3.8K shares58.67%2025-09-302025-10-21history
IWF ISHARES TR1.1K shares0.00%2025-09-302025-10-21history
LLY ELI LILLY & CO592 shares2.42%2025-09-302025-10-21history
Sponsored
MAGS LISTED FDS TR5.8K shares0.00%2025-09-302025-10-21history
META META PLATFORMS INC495 sharesnew addition2025-09-302025-10-21history
GOOGL ALPHABET INC1.5K shares19.50%2025-09-302025-10-21history
EXPO EXPONENT INC4.7K shares0.45%2025-09-302025-10-21history
VTV VANGUARD INDEX FDS1.7K shares-27.85%2025-09-302025-10-21history
WMT WALMART INC3.1K shares1.41%2025-09-302025-10-21history
QCOM QUALCOMM INC1.9K shares0.58%2025-09-302025-10-21history
VXUS VANGUARD STAR FDS4.2K shares0.00%2025-09-302025-10-21history
Sponsored
VEA VANGUARD TAX-MANAGED FDS5.2K shares7.09%2025-09-302025-10-21history
WFC WELLS FARGO CO NEW3.5K shares3.42%2025-09-302025-10-21history
AMAT APPLIED MATLS INC1.4K shares1.27%2025-09-302025-10-21history
CSCO CISCO SYS INC4.3K shares-8.86%2025-09-302025-10-21history
NFLX NETFLIX INC244 sharesnew addition2025-09-302025-10-21history
KLAC KLA CORP268 shares0.00%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR426 shares0.00%2025-09-302025-10-21history
INTU INTUIT412 shares3.78%2025-09-302025-10-21history
Sponsored
ITOT ISHARES TR1.8K sharesnew addition2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW284 shares2.53%2025-09-302025-10-21history
XOM EXXON MOBIL CORP2.2K shares2.00%2025-09-302025-10-21history
SPTS SPDR SERIES TRUST7.8K shares0.00%2025-09-302025-10-21history
VGUS VANGUARD INSTL INDEX FD2.9K sharesnew addition2025-09-302025-10-21history
TD TORONTO DOMINION BK ONT2.8K sharesnew addition2025-09-302025-10-21history
SBUX STARBUCKS CORP2.6K shares0.00%2025-09-302025-10-21history
AVBH AVIDBANK HLDGS INC8.5K sharesnew addition2025-09-302025-10-21history
Sponsored
JPM JPMORGAN CHASE & CO.675 sharesnew addition2025-09-302025-10-21history
PHG KONINKLIJKE PHILIPS N V7.8K sharesnew addition2025-09-302025-10-21history
IWV ISHARES TR551 sharesnew addition2025-09-302025-10-21history
PCG PG&E CORP13.7K shares0.00%2025-09-302025-10-21history
VGSR MANAGER DIRECTED PORTFOLIOS18.1K shares7.12%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available